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Waterford Advisors’s iShares US Tech Breakthrough Multisector ETF TECB Stock Holding History

Waterford Advisors’s Portfolio TECB Stock Details TECB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-12,548
Closed -$304K – 66
2026
Q1 		$304K Buy
+12,548
New +$732K 0.1% 46

Other funds holding TECB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
SFPG
Stonebridge Financial Planning Group Orlando, Florida $314M AUM 23.1% 1-Year Est. Return

Waterford Advisors's TECB Position: Q2 2026 in Review

Waterford Advisors sold out of iShares US Tech Breakthrough Multisector ETF (TECB) in Q2 2026, closing a stake of 12,548 shares — an estimated $304K sold.

Waterford Advisors first reported a position in TECB in Q1 2026 and held it in 1 quarter. The position peaked at $304K in Q1 2026. 93 funds tracked by Wall St. Rank hold TECB as of Q2 2026.

  • Waterford Advisors reported no remaining iShares US Tech Breakthrough Multisector ETF position as of Q2 2026 after selling out during the quarter.
  • Waterford Advisors sold 12,548 iShares US Tech Breakthrough Multisector ETF shares in Q2 2026, an estimated $304K.
  • Waterford Advisors first reported a position in iShares US Tech Breakthrough Multisector ETF in Q1 2026 and held it in 1 quarter.
  • Waterford Advisors's iShares US Tech Breakthrough Multisector ETF position peaked at $304K in Q1 2026.
  • 93 funds tracked by Wall St. Rank held iShares US Tech Breakthrough Multisector ETF as of Q2 2026.

Based on Waterford Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.